EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
The Emerging Markets Podcast by Tellimer
Nigerian Sovereigns Return 17% Year to Date
Nigeria is interesting in a way that the country is not really suffering from a political primeer or whatever as we could see on another country like Ecuador, for instance. But a really fundamental story and not quite negative picture, which is quite changing now. Moon has been so bad that I remember to discuss with some investors last year, I mentioned that Nigeria was a default candidate,. And I think that it's changing now. That's why we need a fast and real change of direction, of fundamentals in order to rebuild confidence.
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